Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley William Read is a registered Investment Advisor Representative with Practicecfo Investments and has been in the industry since January 2011. Wesley is based in San Diego, CA, and has a Series 65 license. Wesley is also a Certified Financial Planner. In addition to Wesley's role at Practicecfo Investments, Wesley is also the President of Wesley W. Read Accountancy Corporation d/b/a PracticeCFO. Wesley provides portfolio management for individuals and businesses, as well as financial planning and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/27/2018 - Present
Practicecfo Investments (SAN DIEGO CA)
IA
Issued 11/14/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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